Meagan,
My approach was to take the exam at the first available date, after completion of my Boston U course (Don't let the knowledge recede). Not sure what course you used, but I suspect they provided you with books, test bank, and structured instruction.
At this point you have worked hard to understand the coursework and master it. I would encourage you to use that momentum over the next three months to commit to a study/review schedule.
- Create a calendar outline for next three months (review each section / take practice exams / complete case scenarios) - Your program should have provided you with the resources you need to do this.
- Complement it with a prep course if you feel that will help.
- Get the CFP practice exams and get comfortable with the exam format, as well as wording and intent of questions (best thing to gain confidence in what to expect). Give up a couple Saturdays to actually do an exam mock up (timed and free of distractions). It's grueling but it will build your confidence.
- Stick to your study schedule and adjust to give your weaker areas the time necessary to be proficient.
- Be will rested and plan to arrive early on test day. Dress in layers, in case the test area is really cold. Bring a snack and some water.
For many of us, this was the hardest exam we have taken. However, if your life allows you to be disciplined, and you are incentivized to do this, you will get it done.
Wishing you the best.
Steven
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Steven Fox-Middleton
SFM Financial Advisors, LLC
360-513-0077
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Original Message:
Sent: 12-14-2017 19:18
From: Meagan Isselhard
Subject: Study hours
I recently finished my last course needed to be able to sit for the CFP exam. I wanted your opinion as to whether I should take the exam in March or July? I wasn't sure if two and half months is enough prep time.
Also what is your favorite CFP prep course books? Iv looked into Kaplan and Kier. I would love a traditional classroom however no where offers a class in St Louis which is where I am located.
Thanks for your guidance!
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Meagan Isselhard
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